Succession Planning

Change Starts Here.

A successful transition requires thoughtful planning, clear financial guidance, and a deep understanding of the value transfer. Our high-performing SBA loan programs help provide a smooth and simple business transition, with one less thing to worry about.

Loan Strategy

Small businesses often change hands within a family or new partnership and this new transaction can present many financial planning challenges. We’ll keep it simple and help develop a high-performing loan program that will get you back to running your business.

Strategic Guidance

Your First Bank SBA lending advisor not only guides you through information gathering and the processing of the loan, but will serve as your advisor whenever you need us, long after the loan is closed. With a First Bank SBA loan, you’ll receive:

Complete financing options with no “balloons” or calls

Advice based on hundreds of transactions and analysis of businesses like yours across the U.S.